Lululemon Athletica shares owned by Caldwell Trust
Quarter-by-quarter ownership of Lululemon Athletica (LULU) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Lululemon Athletica
Tip: Access up to 7 years of quarterly data
All positions including Lululemon Athletica held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lululemon Athletica by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 3.5k | 177.93 |
| 2021-12-31 | $631k | 1.6k | 391.45 |
| 2021-09-30 | $588k | 1.5k | 404.70 |
| 2021-06-30 | $388k | 1.1k | 364.97 |
| 2021-03-31 | $234k | 762 | 306.71 |
| 2020-12-31 | $188k | 539 | 348.03 |
| 2020-09-30 | $152k | 460 | 329.37 |
| 2020-06-30 | $127k | 407 | 312.01 |
| 2020-03-31 | $77k | 407 | 189.55 |